Guide

Keep documents ready before evidence is needed.

Documents support staff checks, client records, site operations, organisation evidence, expiry visibility, and Audit Centre preparation.

What this section is for

Explains how Documents fits into the BondiByte workspace.

Documents can be attached to Staff, Client, Site, or Organisation areas in the relevant workflow.

The upload flow includes owner and type, optional agreement link, issue date, expiry date, and file.

Shows the safest setup order for Documents.

Step 1: decide whether the document belongs to staff, client, site, or organisation evidence.
Step 2: choose the correct document type.
Step 3: add issue and expiry dates where required.
Step 4: upload the file.
Step 5: review expiry and missing-document attention lists.
Step 6: use relevant documents when preparing audit evidence.

Lists what should be ready before working through Documents.

Create the owner record first, such as staff, client, site, or organisation context.

Know whether the document type requires an expiry date.

Gives practical setup steps for Documents.

Defines the main fields and settings used by Documents.

Owner type: The area the document belongs to, such as Staff, Client, Site, or Organisation.
Document type: The category used for requirements, expiry handling, and evidence organisation.
Issue date: The date the document became valid or was issued.
Expiry date: The date the document expires. Some document types require this field.
Evidence readiness: The document is uploaded, current where required, and easy to include in an audit session.

Lists practical setup tips for Documents.

Lists common setup mistakes for Documents.

Book a BondiByte demo and we can walk through the right setup order for your provider.